IFP Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $361K | Sell |
16,182
-668
| -4% | -$14.9K | 0.01% | 1201 |
|
|
2026
Q1 | $377K | Sell |
16,850
-6,525
| -28% | -$147K | 0.01% | 1081 |
|
|
2025
Q4 | $524K | Sell |
23,375
-5,725
| -20% | -$129K | 0.01% | 910 |
|
|
2025
Q3 | $653K | Sell |
29,100
-4,563
| -14% | -$101K | 0.02% | 761 |
|
|
2025
Q2 | $744K | Buy |
33,663
+875
| +3% | +$19.1K | 0.02% | 681 |
|
|
2025
Q1 | $723K | Buy |
32,788
+2,350
| +8% | +$51.1K | 0.02% | 639 |
|
|
2024
Q4 | $656K | Buy |
30,438
+28,988
| +1,999% | +$635K | 0.02% | 646 |
|
|
2024
Q3 | $32.7K | Buy |
1,450
+725
| +100% | +$16.1K | ﹤0.01% | 1918 |
|
|
2024
Q2 | $15.6K | Hold |
725
| – | – | ﹤0.01% | 2174 |
|
|
2024
Q1 | $15.7K | Hold |
725
| – | – | ﹤0.01% | 2079 |
|
|
2023
Q4 | $16K | Hold |
725
| – | – | ﹤0.01% | 2003 |
|
|
2023
Q3 | $15.1K | Hold |
725
| – | – | ﹤0.01% | 2078 |
|
|
2023
Q2 | $15.9K | Hold |
725
| – | – | ﹤0.01% | 2121 |
|
|
2023
Q1 | $18.4K | Sell |
725
-2,457
| -77% | -$54.3K | ﹤0.01% | 2055 |
|
|
2022
Q4 | $84K | Sell |
3,182
-67
| -2% | -$1.45K | ﹤0.01% | 1860 |
|
|
2022
Q3 | $86K | Buy |
3,249
+1,823
| +128% | +$41.4K | ﹤0.01% | 1970 |
|
|
2022
Q2 | $40K | Hold |
1,426
| – | – | ﹤0.01% | 2322 |
|
|
2022
Q1 | $40K | Buy |
1,426
+203
| +17% | +$5K | ﹤0.01% | 2322 |
|
|
2021
Q4 | $31K | Buy |
1,223
+10
| +0.8% | +$255 | ﹤0.01% | 1755 |
|
|
2021
Q3 | $31K | Buy |
1,213
+7
| +0.6% | +$181 | ﹤0.01% | 1790 |
|
|
2021
Q2 | $31K | Sell |
1,206
-680
| -36% | -$17.6K | ﹤0.01% | 1733 |
|
|
2021
Q1 | $49K | Sell |
1,886
-992
| -34% | -$26K | ﹤0.01% | 1480 |
|
|
2020
Q4 | $76K | Buy |
2,878
+9
| +0.3% | +$238 | ﹤0.01% | 1266 |
|
|
2020
Q3 | $76K | Buy |
2,869
+8
| +0.3% | +$214 | ﹤0.01% | 1123 |
|
|
2020
Q2 | $76K | Buy |
+2,861
| New | +$76.6K | 0.01% | 1033 |
|
|
2019
Q1 | – | Sell |
-78
| Closed | -$2K | – | 3294 |
|
|
2018
Q4 | $2K | Buy |
78
+25
| +47% | +$626 | ﹤0.01% | 3190 |
|
|
2018
Q3 | $1K | Buy |
53
+1
| +2% | +$25 | ﹤0.01% | 3718 |
|
|
2018
Q2 | $1K | Sell |
52
-568
| -92% | -$14.4K | ﹤0.01% | 3768 |
|
|
2018
Q1 | $16K | Hold |
620
| – | – | ﹤0.01% | 2536 |
|
|
2017
Q4 | $16K | Buy |
620
+2
| +0.3% | +$52 | ﹤0.01% | 2572 |
|
|
2017
Q3 | $16K | Buy |
618
+576
| +1,371% | +$15.2K | ﹤0.01% | 2761 |
|
|
2017
Q2 | $1K | Sell |
42
-22
| -34% | -$580 | ﹤0.01% | 3940 |
|
|
2017
Q1 | $2K | Sell |
64
-157
| -71% | -$4.12K | ﹤0.01% | 3691 |
|
|
2016
Q4 | $6K | Buy |
221
+13
| +6% | +$346 | ﹤0.01% | 3212 |
|
|
2016
Q3 | $6K | Buy |
208
+5
| +2% | +$136 | ﹤0.01% | 3147 |
|
|
2016
Q2 | $6K | Buy |
+203
| New | +$5.5K | ﹤0.01% | 3051 |
|
Other funds holding SPMB
BEI
CIM
CI
AA
IFP Advisors's SPMB Position: Q2 2026 in Review
IFP Advisors reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 4% in Q2 2026, selling an estimated $14.9K and leaving 16,182 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #1201.
IFP Advisors first reported a position in SPMB in Q2 2016 and has held it in 36 quarters since. The position peaked at $744K in Q2 2025. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.
- IFP Advisors held 16,182 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $361K as of Q2 2026.
- IFP Advisors sold 668 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $14.9K.
- State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1201 holding.
- IFP Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2016 and has held it in 36 quarters since.
- IFP Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $744K in Q2 2025.
- 255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.